Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XLI (Industrial Select Sector SPDR Fund) | 13.14% | 23.99% | 21.45% | 18.33% | 12.60% | 14.16% | 10.51% | 9.28% |
Data as of 07/02/2025, AR inception is 12/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLI (Industrial Select Sector SPDR Fund) | 12/22/1998 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.05 | 23.99 | 21.45 | 18.33 | 12.60 | 14.16 | 10.51 | 9.28 | 13.14 | 17.31 | 18.13 | -5.56 | 21.08 | 10.90 | 29.09 | -13.24 | 23.97 | 20.01 | -4.30 | 10.36 | 40.55 | 14.93 | -1.11 | 27.82 | 22.07 | -38.74 | 13.48 | 13.51 | 2.74 | 17.75 | 31.84 | -24.58 | -10.53 | 6.73 | 20.55 | 5.50 |
| Sharpe Ratio | NA | 0.95 | 0.96 | 0.95 | 0.54 | NA | NA | 0.36 | 0.98 | 1.00 | 0.99 | -0.32 | 1.34 | 0.27 | 1.77 | -0.77 | 2.55 | 1.35 | -0.27 | 0.75 | 3.13 | 0.98 | -0.04 | 1.26 | 0.67 | -1.03 | 0.65 | 0.84 | 0.04 | 1.31 | 1.76 | -0.91 | -0.49 | 0.10 | 0.96 | 67.74 |
| Standard Deviation(%) | NA | 19.94 | 17.56 | 17.99 | 20.17 | NA | NA | 21.28 | 23.88 | 13.66 | 14.75 | 21.90 | 15.66 | 39.77 | 15.59 | 19.10 | 9.18 | 14.70 | 16.08 | 13.72 | 12.94 | 15.31 | 27.41 | 22.05 | 32.77 | 38.42 | 16.07 | 12.02 | 11.79 | 12.80 | 17.68 | 28.25 | 26.90 | 24.65 | 17.93 | 12.48 |
| Draw Down(%) | NA | 18.49 | 18.49 | 21.64 | 42.33 | NA | NA | 62.27 | 17.57 | 8.14 | 12.56 | 21.64 | 7.23 | 42.33 | 8.51 | 24.10 | 3.97 | 9.43 | 14.98 | 10.06 | 5.77 | 12.16 | 25.84 | 18.64 | 37.61 | 49.14 | 10.33 | 12.44 | 7.71 | 8.24 | 15.76 | 36.57 | 32.43 | 14.93 | 11.20 | 0.45 |
| Yield(%) | 0.00 | 1.60 | 2.11 | 2.37 | 2.78 | 4.80 | 3.82 | 4.03 | 0.64 | 1.68 | 1.89 | 1.53 | 1.53 | 1.65 | 2.45 | 1.82 | 2.14 | 2.46 | 2.02 | 2.03 | 2.26 | 2.50 | 2.07 | 2.07 | 2.66 | 1.88 | 1.61 | 2.00 | 1.59 | 1.51 | 1.62 | 1.19 | 0.79 | 1.15 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 12/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLI (Industrial Select Sector SPDR Fund) |
-17.72%
Feb 2006 - Feb 2009 |
-7.01%
Feb 2004 - Feb 2009 |
-2.22%
Feb 1999 - Feb 2009 |
5.07%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLI (Industrial Select Sector SPDR Fund) |
32.59%
Feb 2009 - Feb 2012 |
27.73%
Feb 2009 - Feb 2014 |
18.62%
Feb 2009 - Feb 2019 |
16.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart